Save TIME MACHINE results
You can optionally add a formatted description of the run using the rich-text editor provided.
The formatted description will appear above the results of the saved run and in the report for that run. There is a generous length limit of 6000 characters, including tags.
For security, we sanitize the description (scripts and images are not allowed for example) so it may not look exactly as expected. You can import the description from a previously saved run which you can then modify for this one.
Advisors must save the runs that they want the client to access. The client will not be able to edit the description.
You can have up to 100 TIME MACHINE runs saved at a time. If you already have 100 runs saved, you will need to select one to delete to add a new run.
Saved runs are kept for a minimum of 2 years, but may be deleted sooner if they become incompatible with newer app features.
To keep a permanent record, download the Report to your computer.